“Excellent service - as expected and why PSGS was chosen.”
“Very professional and engaged service.”
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
As professional scheme secretaries we know the needs of boards and individual pension trustees vary, so we need to be as flexible as possible when it comes to meeting papers.
It is true that producing paper packs is the ‘short straw’ job for members of our specialist scheme secretary team - and they are a risk to family pets as they drop through the letterbox! However, for some pension trustees, the thought of having to go digital and losing the ream of paper to work through can be daunting.
Whilst the trend is definitely towards paperless meetings, what are the pros and cons of the various options available?
Click the image to see a PDF version.
There’s a lot of noise just now about data minimisation and many question whether you should really send scheme information to personal email addresses, even if they are password protected. Pension trustees also need to consider how far they need to worry about possible data issues by other data controller. This might make it a sensible time to take a look at how trustee meeting packs and papers are produced for your pension scheme.
5 Sep 2019
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